Mark Millsap is a CFA® charterholder with 24 years of industry experience. He has been with Foundation Resource Management, Inc. in Little Rock, AR since 2001. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizes capital preservation in fixed-income management, and is notable for serving institutional clients uncommon in its peer group.

Louis Cacciatori is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens in 2024, he worked at American Management Corp for one year and spent nine years in education. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging bottom-up equity research and committee-driven asset allocation, while also providing investment banking and municipal advisory services.

Connor Overbay is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, he worked at the South Carolina Department of Revenue and Abacus Planning Group. Outside of finance, he has experience in catering and camp administration roles. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, and investment banking services with a focus on equity research and committee-driven asset allocation.

Daryl Seaton is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Solera Asset Managers, Independent Financial Group, WFG Advisors, and Eagle Strategies. He is also president of Sowell Insurance Services, LLC, where he is involved in insurance sales. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of management styles and model portfolios, including those developed with Goldman Sachs, and provides ancillary support such as trading, compliance, and technology services to its network of over 100 independent advisors.

Jeffrey Knoedl is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2020. His prior experience includes roles at AE Wealth Management, Knoedl Retirement Advisors, and Integrity Alliance, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach supported by fundamental, technical, and cyclical analysis.

James Mitchell Jr. is a CFP® with 37 years of industry experience and has been with Stephens Inc. in Little Rock, AR, for 26 years. His professional background is focused on his long tenure at Stephens. Outside of his advisory role, he serves as a trustee and partial owner of a family trust that manages farmland and related assets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients through a range of advisory, brokerage, investment banking, and research services, employing a combination of bottom-up equity research and committee-driven asset allocation.

Karron Wages is a CFP® certified financial advisor with 20 years of industry experience, currently with Advisory Alpha, LLC since 2022. Prior to this, Karron worked for 17 years at Financial Decisions, Inc., where he also holds a role as president with limited ongoing involvement. Advisory Alpha manages over $4.3 billion in assets for individual and high-net-worth clients, offering a diversified investment approach guided by a centralized Investment Team and providing financial planning, specialized retirement-plan solutions, and co-advisory services to other registered investment advisers.

James Baker is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management and Arvest Bank since 2019, splitting his time evenly between the two. Prior to that, he was with Ameriprise Financial Services, Inc. from 2016 to 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.

Kyle Fitzgerald is a financial advisor at Sowell Management with five years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual Wealth Management Company and GenWealth Financial Advisors. Outside of his advisory role, he is a licensed insurance producer authorized to sell life, accident, and health policies in Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services through over 100 independent advisory representatives, employing multiple management styles and providing access to model portfolios and third-party manager solutions.

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. Prior to joining Stephens in 2021, she held roles at AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, and investment banking services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Carter Gobel is a Series 66-licensed financial advisor with Stephens in Little Rock, AR, and has two years of industry experience. His prior work includes roles at Garrison Asset Management and Giltner Logistics, as well as a period of employment while attending the University of Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management, alongside municipal advisory and investment banking services.

Jacob Stone is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He previously worked at Fidelity Information Services and First National Bank of Paragould. Outside of his advisory role, he is the owner and landlord of a rental home in Little Rock, AR. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of investment management programs and integrates bottom-up equity research with committee-driven asset allocation and fixed-income management.

Caleb Fite is a financial advisor at Capital Analysts with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Lincoln Investment. In addition to his advisory role, he provides insurance services through Anchorpoint Financial. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers discretionary and non-discretionary investment management supported by an in-house research team, as well as access to third-party managers and retirement-plan advice, operating through a nationwide network of independent advisors.

Clarence Pollock III is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Stephens since 1998. Pollock serves on the Board of Governors and as Secretary of the Country Club of Little Rock. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory services, brokerage, investment banking, and research-driven investment strategies.

Phyllis Achor is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at BOKF, NA and associated firms for 15 years. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Thomas Wendler is a Series 66-registered financial advisor at Stephens in Little Rock, Arkansas, with six years of industry experience. His prior roles include positions at Associated Bank and Gehl's Food, as well as a period of employment connected to the University of Wisconsin-Milwaukee. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, incorporating bottom-up equity research and committee-driven asset allocation, and provides unique capabilities as a dually registered broker-dealer and investment bank.

Steven Middleton is a financial advisor at Stephens with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Stephens since 1990. Outside of his advisory role, Middleton serves on the board of the Baptist Medical Foundation, where he is involved in hospital fundraising efforts. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers both discretionary and non-discretionary management across multiple advisory programs, combining bottom-up equity research with committee-driven asset allocation and advising on private equity and alternative investments as appropriate.

John Davis Jr. is a financial advisor with Integrated Advisors Network LLC in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Raymond James and Associates and Purshe Kaplan Sterling Investments. Davis is also the owner and financial advisor for Family First Wealth Management, a DBA under Integrated Advisors Network. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, uses third-party sub-advisers, and offers services including portfolio management, financial planning, wrap-fee programs, and educational seminars.

Oscar Nieves Santana is a CFA® charterholder and holds a Series 66 license with two years of experience in the financial industry. He is currently with Stephens in Little Rock, AR, where he has worked since 2024. His prior experience includes roles at Global Impact Assets and AFP Siembra. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory services, brokerage, investment banking, custody, and wrap program platforms, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Harrison Parsons is a financial advisor at Stephens with three years of industry experience and holds a Series 66 designation. Prior to joining Stephens in 2026, he worked as a research associate for four years and has a background in education and nonprofit work with DO College Better. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-house equity research and investment committees.